Pershing has come up with a new Self Invested Personal Pension (SIPP) product targeted at wealth management and financial adviser clients.
The new solution aims to offer transparency and streamline administration for clients of the company, and will be offered besides Pershing’s existing range of third-party SIPPs which it offers through its wrapper network.
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SIPP offers advisers access to a whole of market investment range featuring a host of funds and securities, and online services including a projection tool, literature library, valuations and transactions summaries.
The product has a low-cost fee structure, as well as helps gain a consolidated wealth view of investors’ retirement funds and their other investments.
Kevin Bonar, CEO of Pershing Limited, said, "Our SIPP solution is transparent, efficient and cost effective, reducing the administrative burden for clients so that they can focus on managing and advising on investor assets."
Moreover, the new solution enables full integration with NexusComplete, which is the company’s online platform for account management, order execution and portfolio management.
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